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Disclosery

Essex Financial Services, Inc.: VO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on VO, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 151,767 VO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,767 shares
    Change vs previous 13F +114,884 shares

    0.49% of the 13F portfolio, value $12,227,494.

    13F-HR 0001951757-26-001201 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 114,345 shares
    • Essex Bank: 37,422 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,883 shares
    Change vs previous 13F -631 shares

    0.47% of the 13F portfolio, value $10,591,880.

    13F-HR 0001951757-26-000732 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 28,462 shares
    • Essex Bank: 8,421 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,514 shares
    Change vs previous 13F +2,383 shares

    0.49% of the 13F portfolio, value $10,887,238.

    13F-HR 0001951757-26-000399 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 28,628 shares
    • Essex Bank: 8,886 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,131 shares
    Change vs previous 13F +1,791 shares

    0.49% of the 13F portfolio, value $10,319,166.

    13F-HR 0001951757-25-001347 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 26,954 shares
    • Essex Bank: 8,177 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,340 shares
    Change vs previous 13F +713 shares

    0.48% of the 13F portfolio, value $9,329,439.

    13F-HR 0001951757-25-000875 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 25,153 shares
    • Essex Bank: 8,187 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,627 shares
    Change vs previous 13F -165 shares

    0.47% of the 13F portfolio, value $8,437,859.

    13F-HR 0001951757-25-000454 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 24,440 shares
    • Essex Bank: 8,187 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,792 shares
    Change vs previous 13F +684 shares

    0.48% of the 13F portfolio, value $8,661,238.

    13F-HR 0001951757-25-000141 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 24,585 shares
    • Essex Bank: 8,207 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,108 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $8,541,111.

    13F-HR 0001951757-24-001121 filed by Essex Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 23,898 shares
    • Essex Bank: 8,210 shares

    Acceptance time not in the bulk data set (spec §4.2).